OCI « Terug naar discussie overzicht

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Ketelbinkie02 schreef op 5 november 2020 22:00:

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De verwachtingen zijn hoog?
Dan heb je waarschijnlijk de resultaten bij Mosaic en CF Industries gemist!

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Denker schreef op 5 november 2020 22:01:

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Vertel ons.... wat hebben we gemist?

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R0ME0 schreef op 5 november 2020 21:39:

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Het zal je verbazen hoeveel sommige posters hebben en dan toch de moeite nemen om hun ervaring en mening te delen op dit internet forum.

Maar als jij liever wil denken dat andere met krenten handelen en iemand die gewoon aangeeft wat het is en niks anders aan het pochen is....

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Hercule Poirot schreef op 6 november 2020 07:34:

Nog geen cijfers?

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Ruval schreef op 6 november 2020 07:43:

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8 uur

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Plein777 schreef op 6 november 2020 07:47:

OCI Selected as Biofuel Supplier for Esso petrol in the United Kingdom

06 November 2020

OCI N.V. (Euronext: OCI) today announced that it has reached an agreement with Esso Petroleum Company, Limited (Esso), a subsidiary of Exxon Mobil Corporation, to supply a biofuel alcohol mix consisting of bio-methanol and ethanol, which will be blended with Esso’s standard Synergy grade petrol sold in the United Kingdom.

The superior performance provided by OCI’s alcohol mix enables its customers to exceed mandated biofuel blending targets set by the UK and the EU without the introduction of a new fuel standard such as E10. OCI’s bio-methanol is an advanced biofuel that reduces greenhouse gas emissions compared to conventional petrol.

Bio-methanol has a number of advantages:

Unlike ethanol which is primarily derived from food crops such as corn, wheat or sugar, bio-methanol is an advanced, second generation biofuel derived from bio-methane sourced from organic waste put into municipal landfills or anaerobic digesters. As such, in addition to the advantage that the use of bio-methanol results in lower consumption of fossil fuels, it provides an outlet for bio-waste, contributing to the circular economy and reducing methane emissions into the atmosphere.
Traditional methanol derived from natural gas has already long been used in auto racing to boost octane and deliver superior engine performance. Bio-methanol delivers the same benefits, while offering greenhouse gas (GHG) savings of more than 60% versus petrol derived from fossil fuels (volume for volume).
Ahmed El-Hoshy, Chief Executive Officer of OCI NV, commented: “Through our cooperation with ExxonMobil, we aim to promote the use of bio-methanol as a complimentary biofuel alongside ethanol to reduce the carbon intensity of road transportation fuels. Fuel blending is currently the main market for bio-methanol due to increasing regulatory requirements, but we see many opportunities in new applications, where this versatile product can be used as an environmentally friendly building block for products such as cosmetics, building materials and paints.”

Pat Rutherford, Esso’s manager of UK sales said: “We believe this project demonstrates how advanced liquid fuels can play a significant role in the decarbonisation of the nation’s road transport system. Most standard Synergy petrol sold in the UK now contains this advanced biofuel blend.”

OCI is the pioneer and global leader in bio-methanol, which is produced at its methanol facilities in the Netherlands and the United States

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Financiator schreef op 6 november 2020 08:04:

Jawel
Highlights:

Financial Summary

Revenues increased 19% to $752 million and adjusted EBITDA increased 79% to $192 million in Q3 2020 YoY
OCI-produced volumes sold increased 30% to 2.8 million metric tons
Adjusted net loss of $67 million in Q3 2020 compared to adjusted net loss of $120 million in Q3 2019
Net debt $3.9 billion as of 30 September 2020, up by $77 million from 30 June 2020 reflecting a $54 million FX impact on Euro-denominated bonds and a build-up of inventory ahead of Q4 seasonal sales
OCI successfully completed c.$1.155 billion equivalent refinancing through a dual-tranche bond offering and $385 million refinancing at Fertiglobe in October, expected to result in cash interest savings of c.$32 million per year
Markets

Methanol industrial end markets have strengthened significantly through Q3 and into Q4, as spot prices in the US Gulf have rebounded from below $150 / ton at the end of June to c.$300 / ton in November
Global nitrogen prices have also improved, but the US nitrogen market remains challenged with prices at steep discounts to global benchmarks due to intense price-based competition for UAN and urea imports into the US priced below the point of origin
ESG

OCI to supply ExxonMobil’s subsidiary Esso with bio-methanol as part of a biofuel alcohol mix, to be blended with all Esso’s standard Synergy grade petrol sold in the United Kingdom
OCI has signed a letter of intent with RWE to develop green methanol from green hydrogen based on wind power in the Netherlands, reducing carbon emissions as part of an innovative electrolysis hydrogen project at Eemshaven
OCI’s board of directors has formally ratified a decade-long group policy to not produce, sell or trade solid ammonium nitrate (AN), and has further committed to not do so in any future partnerships or transactions. Given the increasing concerns surrounding the explosive nature of AN, the product is easily substituted by much safer other nitrogen products
OCI intends to publish long-term environmental targets in 2021, using 2019 as the baseline year

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Financiator schreef op 6 november 2020 08:16:

Niet verkeerd, vooruitzichten vooruitzichten zijn stuk beter aan het worden...

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Denker schreef op 6 november 2020 08:23:

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Klopt en de overeenkomst met Bp belooft veel denk ik. Ik denk dat de analisten positief zullen zijn over OCI 3q cijfers en outlook. Ik verwacht van de analisten een koop advies tussen €15 en €18.